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TCW Flexible Income ETF (FLXR) Institutional Ownership

$38.94 -0.04 (-0.10%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$258.40M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$10.82M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Concord Wealth Partners13,055$511K0.1%N/A0.000%
5/2/2025Litman Gregory Wealth Management LLC5,230$205K0.0%-18.3%0.000%
5/2/2025Tectonic Advisors LLC521,822$20.44M1.3%+5.0%0.000%
5/2/2025Apollon Financial LLC5,720$224K0.1%N/A0.000%
5/2/2025Leelyn Smith LLC63,819$2.50M0.4%-2.1%0.000%
5/1/2025 3EDGE Asset Management LP137,472$5.39M0.4%+127.6%0.000%
4/30/2025 M&T Bank Corp1,298,264$50.85M0.2%+17.1%0.000%
4/29/2025 Envestnet Asset Management Inc.903,751$35.40M0.0%+103.4%0.000%
4/28/2025 Rovin Capital UT ADV34,055$1.33M0.4%N/A0.000%
4/25/2025 WJ Wealth Management LLC149,036$5.84M2.1%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.25,221$988K0.0%+139.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.135,511$5.31M0.0%+22.9%0.000%
4/22/2025 Weaver Capital Management LLC385,644$15.11M4.0%+218.6%0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.81,080$3.18M0.0%+23.4%0.000%
4/17/2025 Morton Capital Management LLC CA1,303,569$51.06M9.9%+5.1%0.000%
4/17/2025 Exchange Traded Concepts LLC522,304$20.46M0.4%-16.8%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC28,741$1.13M0.0%N/A0.000%
4/10/2025 Peak Financial Advisors LLC148,996$5.84M3.0%N/A0.000%
2/20/2025Michels Family Financial LLC7,778$301K0.3%N/A0.000%
2/17/2025Napa Wealth Management21,236$821K0.4%N/A0.000%
2/17/2025Cetera Investment Advisers33,490$1.30M0.0%-44.9%0.000%
2/17/2025Captrust Financial Advisors3,753,977$145.20M0.4%+6.4%0.000%
2/17/2025Cary Street Partners Financial LLC859,520$33.25M1.1%N/A0.000%
2/17/2025Bank of America Corp DE58,048$2.25M0.0%N/A0.000%
2/14/2025Jane Street Group LLC34,900$1.35M0.0%N/A0.000%
2/14/2025Bridgewealth Advisory Group LLC7,095$275K0.1%N/A0.000%
2/14/2025Stifel Financial Corp18,291$707K0.0%+7.0%0.000%
2/13/2025Mariner LLC17,472$676K0.0%N/A0.000%
2/13/2025Advisory Services Network LLC19,990$773K0.0%-1.9%0.000%
2/13/2025 Envestnet Asset Management Inc.444,225$17.18M0.0%+49.8%0.000%
2/12/2025Thoroughbred Financial Services LLC13,794$533K0.0%+18.5%0.000%
2/12/2025JPMorgan Chase & Co.2,597$100K0.0%-96.5%0.000%
2/12/2025Ariadne Wealth Management LP37,389$1.45M0.7%N/A0.000%
2/11/2025LPL Financial LLC589,359$22.80M0.0%+104.9%0.000%
2/10/2025Leelyn Smith LLC65,177$2.52M0.4%N/A0.000%
2/10/2025 Envestnet Portfolio Solutions Inc.65,728$2.54M0.0%+18.1%0.000%
2/10/2025Commonwealth Equity Services LLC19,053$737K0.0%+85.6%0.000%
2/10/2025Hollencrest Capital Management1,280$50K0.0%N/A0.000%
2/7/2025Frontier Asset Management LLC21,032$814K0.3%-48.8%0.000%
2/6/2025Vantage Financial Partners LLC13,896$537K0.1%N/A0.000%
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2/6/2025 M&T Bank Corp1,108,240$42.87M0.1%-4.2%0.000%
2/6/2025Steward Partners Investment Advisory LLC36,830$1.43M0.0%+1,078.6%0.000%
2/5/2025US Bancorp DE3,841$149K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.10,526$407K0.0%N/A0.000%
2/3/2025Pasadena Private Wealth LLC224,039$8.67M1.8%N/A0.000%
1/31/2025Global Retirement Partners LLC1,994$77K0.0%N/A0.000%
1/31/2025 3EDGE Asset Management LP60,409$2.34M0.1%N/A0.000%
1/30/2025 Principal Securities Inc.4,936$191K0.0%N/A0.000%
1/29/2025CAP Partners LLC15,762$610K0.4%+12.6%0.000%
1/28/2025Tandem Financial LLC41,234$1.60M1.7%N/A0.000%
1/27/2025Tectonic Advisors LLC496,926$19.22M1.3%+8.7%0.000%
1/27/2025 Weaver Capital Management LLC121,037$4.68M1.3%N/A0.000%
1/23/2025White & Co Financial Planning Inc212,874$8.23M7.0%N/A0.000%
1/22/2025 FSC Wealth Advisors LLC14,623$566K0.4%+6.4%0.000%
1/21/2025 Exchange Traded Concepts LLC627,755$24.28M0.5%N/A0.000%
1/16/2025 UMB Bank n.a.28,231$1.09M0.0%N/A0.000%
1/15/2025Arkadios Wealth Advisors15,985$618K0.0%-3.1%0.000%
1/15/2025 Morton Capital Management LLC CA1,239,732$47.95M9.0%+2.1%0.000%
1/14/2025 Park Avenue Securities LLC6,081$235K0.0%N/A0.000%
1/3/2025 Versant Capital Management Inc5,534$214K0.0%N/A0.000%
12/26/2024JPMorgan Chase & Co.74,618$2.97M0.0%N/A0.000%
11/19/2024 M&T Bank Corp1,156,777$46.05M0.2%+2.9%0.000%
11/18/2024Arete Wealth Advisors LLC6,698$267K0.0%N/A0.000%
11/15/2024 M&T Bank Corp1,156,777$46.05M0.1%+2.9%0.000%
11/15/2024Stifel Financial Corp17,102$681K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors3,528,110$140.45M0.4%+6.5%0.000%
11/7/2024CAP Partners LLC13,997$557K0.4%+8.5%0.000%
10/30/2024Cary Street Partners Asset Management LLC588,718$23.44M3.0%+64.5%0.000%
10/24/2024Arkadios Wealth Advisors16,492$657K0.0%+6.2%0.000%
10/22/2024Litman Gregory Wealth Management LLC6,404$255K0.0%-18.6%0.000%
10/22/2024 FSC Wealth Advisors LLC13,746$547K0.4%+5.0%0.000%
10/9/2024 Morton Capital Management LLC CA1,214,664$48.36M9.5%+13.9%0.000%
8/13/2024Capstone Triton Financial Group LLC8,954$342K0.2%N/A0.000%
8/8/2024 Envestnet Asset Management Inc.854,919$32.64M0.0%N/A0.000%
8/2/2024Gries Financial LLC30,665$1.17M0.2%N/A0.000%
7/29/2024Arkadios Wealth Advisors15,531$593K0.0%N/A0.000%
7/19/2024CAP Partners LLC12,901$493K0.4%N/A0.000%
7/19/2024TCW Group Inc.183,922$7.02M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 55 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($145.20M), Morton Capital Management LLC CA ($51.06M), M&T Bank Corp ($50.85M), Envestnet Asset Management Inc. ($35.40M), Cary Street Partners Financial LLC ($33.25M), Cary Street Partners Asset Management LLC ($23.44M), and LPL Financial LLC ($22.80M).Learn more on FLXR's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF stock?

Of the 51 institutional investors that purchased TCW Flexible Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.46M), Cary Street Partners Financial LLC ($859.52K), Exchange Traded Concepts LLC ($627.76K), Captrust Financial Advisors ($441.44K), Weaver Capital Management LLC ($385.64K), LPL Financial LLC ($301.72K), and M&T Bank Corp ($254.39K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 6,653,225 shares in the last 24 months. This purchase volume represents approximately $258.40M in transactions.

Which TCW Flexible Income ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold TCW Flexible Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($105.45K), JPMorgan Chase & Co. ($72.02K), M&T Bank Corp ($48.54K), Cetera Investment Advisers ($27.27K), Frontier Asset Management LLC ($20.07K), Litman Gregory Wealth Management LLC ($2.63K), and Leelyn Smith LLC ($1.36K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 278,237 shares in the last 24 months. This volume of shares sold represents approximately $10.82M in transactions.


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This page (NYSEARCA:FLXR) was last updated on 5/3/2025 by MarketBeat.com Staff
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